Position Overview
The Temp Retention Advocate plays a critical role in supporting members after their enrollment to ensure a smooth transition into their chosen plan and to promote long-term retention. This temporary role runs from October 6th through December 7th and focuses on benefits activation, health risk assessments, and other post-sale engagement activities that improve member satisfaction, compliance, and overall health outcomes.

Key Responsibilities

• Benefits Activation
• • Verify that members have chosen to enroll in their selected plan.
  • Confirm that prescribed medications and primary care providers are included in the plan’s network.
  • Complete health risk assessments as provided by the carrier.
  • Assist members in setting up their pharmacy benefits and mail-order delivery.
  • Schedule annual wellness reviews or in-home visits to promote preventive care.
• Health Risk Assessment (HRA)
• • Conduct structured calls using carrier-provided questionnaires.
  • Accurately document member responses to assess risk factors and potential care needs.
  • Provide a supportive and empathetic experience for members while collecting sensitive health information.
• Mail Order Pharmacy
• • Guide members through the setup process for their mail order pharmacy benefit.
  • Ensure timely delivery of medications upon plan effectuation.
  • Educate members on the benefits and convenience of utilizing mail order pharmacy services.
• Post-Sale Engagement
• • Support additional post-enrollment activities as deemed necessary by the company to ensure member satisfaction, compliance, and retention.
  • Maintain accurate documentation of all interactions in company systems.

Qualifications

• Strong communication and interpersonal skills with the ability to build trust over the phone.
• Experience in customer service, healthcare, or insurance industry preferred.
• Ability to follow structured processes while maintaining empathy and professionalism.
• Detail-oriented with strong organizational skills.
• Comfortable working with confidential health information (HIPAA knowledge a plus).

Position Details

• Type: Temporary (October 6 – December 7)
• Department: Retention / Member Services
• Reports to: Retention Manager / Supervisor
• Compensation: Competitive hourly rate, commensurate with experience